Jasmine M.
Investment Management | Finance and Operational Leader
- Role
- Investment Operations Manager Thrivent Charitable Impact & Investing at Thrivent
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Jasmine M.
An innovative leader who makes money work for people. I have managed the investments of an RIA rise from 100MM to over a Billion assets under management quickly and organically. Improving lives and helping people live the life that they want will always be a core value. What can I offer in a few short bullets: 1. Accurate performance and reporting along with broad knowledge across multiple custodians 2. SEC Regulatory management and ownership along with the ability to multitask and complete time sensitive material accurately and efficiently. Leadership and accountability to present key deliverables along with FP & A proven processes 4. Merger and acquisition support 5. 401K investment management and equity options 6. Business financial model development 7. Portfolio Management and software management 8. Process development, implementation and improvement Dynamic people create dynamic futures in an ever changing technology driven industry!
Experience
Investment Operations Manager Thrivent Charitable Impact & Investing
Nov 2022 — Present · US
Primary point of contact at Thrivent Charitable to articulate investment pool performance, asset allocation and investment objectives. In addition to managing growth, scale and implementing efficiencies.* Providing oversight of Advisor Managed Fund\'s and Thrivent’s purchase, redemption, and pool rebalancing processes for charitable assets.* Review performance, holdings, and risk reports.* Document and implement controls and reconciliation processes for investment related functions, including investment accounting.* Monitor cash flows, with balancing purchasing/selling. Ensure best practices with purchases and sales to calibrate for investing incoming contributions/outgoing distributions.* Provide accountability over Investment Team for month-end close’s process and timing * Monitor portfolio holdings (performance and due diligence)* Manage operations interactions with Account Managers, oversee the execution of trades, deploy investment strategy within Thrivent’s systems, tools, and procedures.
Education
Ball State University
Business/Corporate Communications
2010 — 2013
Indiana University Indianapolis
International Finance
2013 — 2015
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